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Merit Financial Group’s Walmart Inc WMT Stock Holding History

Merit Financial Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.2M Buy
451,780
+58,751
+15% +$7.29M 0.31% 64
2026
Q1 		$48.8M Buy
393,029
+53,014
+16% +$6.51M 0.36% 61
2025
Q4 		$37.9M Buy
340,015
+31,577
+10% +$3.39M 0.3% 67
2025
Q3 		$31.8M Buy
308,438
+55,340
+22% +$5.51M 0.29% 71
2025
Q2 		$24.7M Buy
253,098
+93,768
+59% +$8.93M 0.28% 68
2025
Q1 		$14M Buy
159,330
+13,895
+10% +$1.3M 0.21% 85
2024
Q4 		$13.1M Buy
145,435
+38,285
+36% +$3.32M 0.24% 79
2024
Q3 		$8.65M Buy
107,150
+4,052
+4% +$298K 0.19% 90
2024
Q2 		$6.98M Buy
103,098
+1,034
+1% +$65.1K 0.15% 106
2024
Q1 		$6.11M Buy
102,064
+47,209
+86% +$2.7M 0.15% 116
2023
Q4 		$2.88M Sell
54,855
-33,810
-38% -$1.79M 0.09% 155
2023
Q3 		$4.73M Buy
88,665
+1,875
+2% +$99.8K 0.15% 101
2023
Q2 		$4.55M Buy
86,790
+18,975
+28% +$957K 0.15% 106
2023
Q1 		$3.33M Buy
67,815
+7,272
+12% +$345K 0.12% 125
2022
Q4 		$2.86M Buy
60,543
+26,520
+78% +$1.26M 0.1% 144
2022
Q3 		$1.47M Sell
34,023
-25,356
-43% -$1.11M 0.06% 198
2022
Q2 		$2.41M Buy
59,379
+42,849
+259% +$1.98M 0.07% 168
2022
Q1 		$821K Buy
16,530
+1,716
+12% +$80.6K 0.05% 173
2021
Q4 		$714K Sell
14,814
-594
-4% -$28.4K 0.07% 136
2021
Q3 		$716K Buy
15,408
+1,014
+7% +$48.9K 0.07% 128
2021
Q2 		$677K Sell
14,394
-1,779
-11% -$82.9K 0.06% 133
2021
Q1 		$732K Buy
16,173
+2,214
+16% +$103K 0.08% 118
2020
Q4 		$671K Buy
13,959
+282
+2% +$13.7K 0.06% 113
2020
Q3 		$638K Buy
13,677
+2,733
+25% +$122K 0.06% 120
2020
Q2 		$437K Buy
10,944
+1,245
+13% +$51.2K 0.04% 140
2020
Q1 		$367K Sell
9,699
-684
-7% -$26.3K 0.04% 152
2019
Q4 		$411K Buy
+10,383
New +$412K 0.04% 161

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Merit Financial Group's WMT Position: Q2 2026 in Review

Merit Financial Group increased its Walmart Inc (WMT) stake by 15% in Q2 2026, buying an estimated $7.29M and bringing the position to 451,780 shares worth $51.2M. The position accounts for 0.31% of the portfolio, ranked #64.

Merit Financial Group first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Merit Financial Group held 451,780 shares of Walmart Inc worth $51.2M as of Q2 2026.
  • Merit Financial Group bought 58,751 Walmart Inc shares in Q2 2026, an estimated $7.29M.
  • Walmart Inc made up 0.31% of Merit Financial Group's portfolio in Q2 2026, its #64 holding.
  • Merit Financial Group first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.